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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mark Peterson CPA who wrote (112150)	3/25/1999 10:07:00 AM
From: edamo	Read Replies (1) \| Respond to of 176387

mark...re:dell / ibm / doj /white boxes.. i would question the plausibilty of dell "taking over" ibm white box business in a "formal" fashion...to me it would not make good business sense for dell...if they are growing market share against ibm and cpq, would prefer they fill the void by default of ibm exiting the business....why purchase a bleeding entity, let it die on it's own...and then pick the tasty bits from the carcass... your comments on the thought always welcomed....ed a.

To: Mark Peterson CPA who wrote (112150)	3/25/1999 10:34:00 AM
From: JRI	Respond to of 176387

Mark, I'm sure there are more knowledgable on the thread to answer, but in a market where Dell has only 9% marketshare (and IBM the same), I can't see Justice getting too excited...there is still plenty of competition out there...we are not talking Office Depot/Staples here... Also, I'm sure it could be arranged (legally, of course) where any concerns could be skirted, ie., boxes would continue to have the IBM label, but be partially or mostly-manufactured by Dell (eliminating any issue with IBM literally handing the accounts to Dell).. Any anti-trust practicinors (sp) on the thread?